Cyndeo Wealth Partners, LLC First Trust Rising Dividend Ac Transaction History
Cyndeo Wealth Partners, LLC
- $1.19 Billion
- Q1 2024
A detailed history of Cyndeo Wealth Partners, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 61,182 shares of RDVY stock, worth $3.33 Million. This represents 0.29% of its overall portfolio holdings.
Number of Shares
61,182
Previous 23,042
165.52%
Holding current value
$3.33 Million
Previous $1.19 Million
188.74%
% of portfolio
0.29%
Previous 0.11%
Shares
2 transactions
Others Institutions Holding RDVY
# of Institutions
545Shares Held
138MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC18.7MShares$1.02 Billion0.58% of portfolio
-
Morgan Stanley New York, NY14.1MShares$767 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA8.55MShares$466 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL5.79MShares$315 Million0.49% of portfolio
-
Bank Of America Corp Charlotte, NC4.64MShares$253 Million0.02% of portfolio